Diversify Advisory Services’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.6M Buy
+5,908
New +$1.66M 0.03% 489
2026
Q1
Sell
-2,633
Closed -$810K 308
2025
Q4
$810K Sell
2,633
-137
-5% -$49.8K 0.03% 451
2025
Q3
$1.05M Buy
2,770
+307
+12% +$99.1K 0.04% 359
2025
Q2
$834K Buy
2,463
+1,349
+121% +$357K 0.03% 372
2025
Q1
$252K Sell
1,114
-1,400
-56% -$375K 0.02% 548
2024
Q4
$767K Buy
2,514
+931
+59% +$232K 0.04% 278
2024
Q3
$421K Buy
+1,583
New +$315K 0.02% 405

Other funds holding CEG

Diversify Advisory Services's CEG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Constellation Energy (CEG) in Q2 2026: 5,908 shares worth $1.6M. The stake represents 0.03% of the portfolio and ranks #489 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CEG as recently as Q4 2025.

Diversify Advisory Services first reported a position in CEG in Q3 2024 and has held it in 7 quarters since. 1,853 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Diversify Advisory Services held 5,908 shares of Constellation Energy worth $1.6M as of Q2 2026.
  • Constellation Energy was a new Diversify Advisory Services position in Q2 2026.
  • Constellation Energy made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #489 holding.
  • Diversify Advisory Services first reported a position in Constellation Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,853 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.